Purchases and Sales Made in Q3 2022 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
840+ 10.09% |
$18.9K - $23.9K
|
9.17K
$258K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
840+ 10.09% |
$18.9K - $23.9K
|
9.17K
$258K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
821+ 4.7% |
$18.5K - $23.4K
|
18.3K
$516K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
801+ 0.42% |
$18K - $22.8K
|
190K
$5.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
746New |
$16.8K - $21.2K
|
746
$21K
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
652+ 5.32% |
$14.7K - $18.6K
|
12.9K
$364K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
645+ 0.53% |
$14.5K - $18.4K
|
123K
$3.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
549+ 5.84% |
$12.4K - $15.6K
|
9.95K
$280K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
493+ 1.47% |
$11.1K - $14K
|
34K
$957K
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
483+ 0.54% |
$10.9K - $13.8K
|
89.4K
$2.52M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
420+ 1.61% |
$9.46K - $12K
|
26.5K
$746K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
407+ 32.9% |
$9.17K - $11.6K
|
1.64K
$46.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
400New |
$9.01K - $11.4K
|
400
$11.3K
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
388+ 1.41% |
$8.74K - $11K
|
27.9K
$786K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
379+ 0.66% |
$8.54K - $10.8K
|
57.4K
$1.62M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
306+ 21.7% |
$6.89K - $8.71K
|
1.72K
$48.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
292New |
$6.58K - $8.31K
|
292
$8.23K
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
272+ 2.86% |
$6.13K - $7.74K
|
9.78K
$275K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
241+ 2.68% |
$5.43K - $6.86K
|
9.24K
$260K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
235New |
$5.29K - $6.69K
|
235
$6.62K
|
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
210+ 0.63% |
$4.73K - $5.98K
|
33.6K
$945K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$4.51K - $5.69K
|
200
$5.63K
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
181+ 0.3% |
$4.08K - $5.15K
|
59.8K
$1.68M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
163+ 69.36% |
$3.67K - $4.64K
|
398
$11.2K
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
124+ 0.75% |
$2.79K - $3.53K
|
16.6K
$468K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
115+ 0.38% |
$2.59K - $3.27K
|
30.5K
$860K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
115+ 2.59% |
$2.59K - $3.27K
|
4.55K
$128K
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
114+ 0.43% |
$2.57K - $3.25K
|
26.4K
$743K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
100+ 0.14% |
$2.25K - $2.85K
|
70.4K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
96+ 240.0% |
$2.16K - $2.73K
|
136
$3.83K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
85New |
$1.92K - $2.42K
|
85
$2.39K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
80+ 5.55% |
$1.8K - $2.28K
|
1.52K
$42.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
65+ 2.32% |
$1.46K - $1.85K
|
2.87K
$80.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
48+ 2.74% |
$1.08K - $1.37K
|
1.8K
$50.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
47New |
$1.06K - $1.34K
|
47
$1.32K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
43+ 0.74% |
$969 - $1.22K
|
5.88K
$166K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
28+ 0.45% |
$631 - $797
|
6.2K
$175K
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
27+ 1.92% |
$608 - $769
|
1.43K
$40.4K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
22+ 0.27% |
$496 - $626
|
8.25K
$232K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
21New |
$473 - $598
|
21
$592
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
19+ 0.13% |
$428 - $541
|
15K
$423K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
19+ 2.68% |
$428 - $541
|
727
$20.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
16+ 0.14% |
$360 - $456
|
11.2K
$315K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
15+ 1.69% |
$338 - $427
|
903
$25.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
13+ 0.06% |
$293 - $370
|
20.5K
$577K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.7% |
$67.6 - $85.4
|
114
$3.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 3.57% |
$22.5 - $28.5
|
29
$817
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-15- 0.1% |
$338 - $427
|
14.7K
$413K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-25- 0.54% |
$563 - $712
|
4.64K
$131K
|